Small Cap Snipa(@SmallCapSnipa):Morgan Stanley: Global chip sales forecasts imply data center power requirements grow to 257 GW by 2028 & 378 GW by 2029. These figures represent gross power requirements and do not account for potential constraints on available power supply. $NVDA $MU $NBIS $IREN $CIFR $CRWV

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

가입 February 2021

294 팔로잉 중 34.4K 팬

Small Cap Snipa@SmallCapSnipa

2026.09.27 14:59

Morgan Stanley: Global chip sales forecasts imply data center power requirements grow to 257 GW by 2028 & 378 GW by 2029. These figures represent gross power requirements and do not account for potential constraints on available power supply. $NVDA $MU $NBIS $IREN $CIFR $CRWV